🟢 Semiconductor ETF (USD) is trading 3% up in pre-market as semiconductor stocks rebound

USD is trading 3% up in pre-market as semiconductor stocks rebound.

• Gains include Lumentum, Marvell Technology, Micron Technology, Intel, Applied Materials, and Lam Research, indicating sector-wide strength rather than an isolated holding move.
• Positive Nasdaq futures and a cautiously constructive broader market are supporting risk appetite ahead of the August 12, 2026 CPI report, forecast at 3.4% year over year.
• USD provides leveraged exposure to U.S. semiconductor companies, with NVIDIA and Broadcom among its largest exposures.